# Accounts Tab

Note: Some configuration fields are disabled if MiCollab Client is running in MiCollab Integrated mode.

The Accounts tab provides a table that lists all of the MiCollab Client accounts for each Enterprise.

Select the Enterprise from the list box and the following information is displayed for each account configured:

- Type: There are two types of accounts as indicated by the accounts icons:
- Synchronized accounts : These accounts are created automatically during synchronizations between the MiCollab Client accounts database and the AD/LDAP directory or PBX node database.
- Manually-created accounts: These accounts are created manually using the add or copy functions (see below).

- PRG: Yes indicates that the account has a Personal Ring Group (PRG) configured on the PBX. No indicates the account does not have a PRG.

  Note: For MiVoice Business 5.0 and later only, this field also enables Multi-Device User Groups. Note that with MDUG, once a user is busy in a call, any attempt by that user to originate a new call from another device within the MDUG group, using the MiCollab Client client OR physically going off-hook from that device, results in a call failed indication.
- Active: Indicates if the account is active. This column is only shown if there is at least one account that is not active. Inactive accounts indicate that the account is not properly licensed.
- Last Name: Indicates the user's last name.
- First Name: Indicates the user's first name.
- Desk Phone: Indicates the extension for the user's desk phone.

- Soft Phone: Indicates the extension for the user's UC Advanced softphone.

  Mitel Phone Model | MiVoice Business PBX | MiVoice Office 250 PBX
  --- | --- | ---
  5020 IP Phone | yes | no
  AppServerPort | yes | no
  5224 IP Phone | no | yes

  Note: Provision the 3300 with 5020 IP device type for resilient MiCollab Client softphones.
  Note:
  SIP Softphone connected to MiVoice Business PBX must be configured as:

  - Device Type = MiCollab Client Endpoint

  - Key with Line Type = Multicall

  - Button Dir. Number matching the number of the device

  - Ring Type = Ring.

  Note: If a user is configured as a Basic MiCollab Desktop Client user, Mitel recommends configuring one desk phone or one desk phone and EHDU device.
- PBX Node: Indicates the IP address for the PBX node server.
  Note: If the PBX Node column is blank, the account is considered to be in Teamwork mode and not associated with any PBX node.

You can complete the following tasks for accounts:

- Search for an account.

  The search function is not case sensitive and it is a "contains" type search versus a "starts with" type search. For example, if you search using the search string "br", the search will return all of the accounts that include "br" in either the first or last name.

  Searched fields include:
  - First Name
  - Last Name
  - Desk Phone
  - Softphone
  To search for an account:
  1. Type a search string in the Search text box. You can search accounts using:
     - Alphabetical characters: Type a name, a group of letters, or a single letter in the Search box.
     - Numeric characters: Type a full extension, a group of numbers, or a single number in the Search box.
  2. Click Search. The list of account names matching the search string is displayed.

  To clear the Search box, click Clear.

- Click Add Account to add a new account.
- Delete an account. To delete an account:
  1. Select the account you want to delete from the account list.
  2. Click the Delete Account link. A dialog box appears prompting you to confirm the deletion.
  3. Click OK to delete the account, or click Cancel to cancel the deletion.
- Send a welcome e-mail.
  Welcome e-mail messages provide the user with the following information and links:
  - MiCollab Client Login ID and Password (required to log in to MiCollab Client user interfaces)
  - Desk phone extension
  - Softphone extension
  - MiCollab End User Portal URL (provides access to the End User Portal)
  - MiCollab for PC Client (micollab_pc.msi) download URL, if MiCollab for PC Client is configured for the user
  - MiVoice for Skype for Business (mivoice_sfb.msi) download URL
  - MiCollab MAC Desktop Client download URL
  - MiCollab Mobile Client (iOS and Android) download URL
  - MiCollab Web Client download URL
  - MiCollab Client Quick Reference Guide URL (provides basic MiCollab Client installation and feature usage information)
  - Legacy MiCollab Desktop Client 7.3 (UnifiedCommunicatorAdvanced.msi) download URL
  - Legacy Skype for Business Client (MitelMiVoiceForLync.msi) download URL
  - Local Android Client (MitelUCAdvanced.apk) download URL

  Before you send a welcome e-mail to the user, make sure you have programmed an e-mail address for the user's account in the Contact Information section of the Account Details page.

  To send a welcome e-mail:
  1. Select the account or accounts from the account list.
  2. Click the Send Welcome E-mail link. A dialog box appears prompting you to confirm the action.
  3. Click OK to send the e-mail message, or click Cancel to cancel.
- Sort the information in the table.
- Select one or more entries in the table.
- Activate an inactive account.
  To activate an account:

  1. Select the account you want to activate from the account list.

  2. Click the Activate link. A dialog box appears prompting you to confirm the activation.

  3. Click OK to activate the account, or click Cancel to cancel the activation.

- Click the First/Last Name link to edit account information.
- Click the copy icon to quickly create a new account based on the values configured for the associated account.
  To copy account fields and create a new account:
  1. Select the account you want to copy and click the copy icon . The Account Details page opens and the non-user-specific fields are populated with the values from the copied account.
  2. If required, edit the following pre-populated fields:
     - PBX node
     - Voice mail number
     - Language
     - Country
     - Feature Profile
  3. Complete the remaining user-specific account fields:
     - First name
     - Middle name
     - Last name
     - Login ID
     - Password
     - Desk phone
     - Soft phone
     - Mailbox number
  4. Click Create.
- Refresh the information on the page.

Note: When adding an account manually the PBX node must be set to 'None' for account to be in Teamwork mode.

When using Active directory sync, the PBX node value in active directory should be set to <enterpriseId>.local and no deskphone or softphone number must be assigned to the user account in active directory.